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Elevance Health

1,510 hedge funds and large institutions have $63.3B invested in Elevance Health in 2025 Q3 according to their latest regulatory filings, with 165 funds opening new positions, 531 increasing their positions, 608 reducing their positions, and 223 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more call options, than puts

Call options by funds: $953M | Put options by funds: $837M

0% more funds holding in top 10

Funds holding in top 10: 3232 (0)

3.76% less ownership

Funds ownership: 90.78%87.02% (-3.8%)

5% less funds holding

Funds holding: 1,5891,510 (-79)

13% less repeat investments, than reductions

Existing positions increased: 531 | Existing positions reduced: 608

21% less capital invested

Capital invested by funds: $79.7B → $63.3B (-$16.4B)

26% less first-time investments, than exits

New positions opened: 165 | Existing positions closed: 223

Holders
1,510
Holders Change
-79
Holders Change %
-4.97%
% of All Funds
19.82%
Holding in Top 10
32
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.42%
New
165
Increased
531
Reduced
608
Closed
223
Calls
$953M
Puts
$837M
Net Calls
+$117M
Net Calls Change
-$94.6M
Name Holding Trade Value Shares
Change
Change in
Stake
MPM
1026
Meritage Portfolio Management
Kansas
$377K -$5.91K -19 -2%
WAM
1027
Weinberger Asset Management
California
$375K -$6.84K -22 -2%
RS
1028
R Squared
Hong Kong
$374K +$360K +1,158 New
MCM
1029
Monarch Capital Management
Indiana
$373K
MFIM
1030
Mesirow Financial Investment Management
Illinois
$369K +$46.7K +150 +15%
DWA
1031
Douglass Winthrop Advisors
New York
$369K +$5.29K +17 +2%
KFA
1032
Kapstone Financial Advisors
Ohio
$366K -$69K -222 -16%
AI
1033
Accredited Investors
Minnesota
$366K +$56K +180 +19%
EFG
1034
Everhart Financial Group
Ohio
$365K -$44.5K -143 -11%
APC
1035
Aspire Private Capital
North Carolina
$365K +$34.5K +111 +11%
CPA
1036
Cardiff Park Advisors
California
$361K
PCA
1037
Prosperity Capital Advisors
Ohio
$358K +$344K +1,107 New
HTC
1038
Haverford Trust Company
Pennsylvania
$358K -$625K -2,008 -64%
IBOK
1039
Independence Bank of Kentucky
Kentucky
$355K +$39.8K +128 +13%
KWMG
1040
King Wealth Management Group
Florida
$353K -$366K -1,176 -52%
WH
1041
Willner & Heller
California
$352K -$252K -809 -43%
SCP
1042
Sivia Capital Partners
California
$352K +$339K +1,090 New
MGIA
1043
Moneta Group Investment Advisors
Missouri
$352K -$25.8K -83 -7%
GS
1044
GTS Securities
New York
$351K +$50.1K +161 +17%
CA
1045
Claro Advisors
Massachusetts
$350K +$79.6K +256 +31%
SBF
1046
Sara-Bay Financial
Florida
$346K -$9.33K -30 -3%
AA
1047
Alta Advisers
United Kingdom
$346K
AC
1048
AlphaCore Capital
California
$346K +$94.2K +303 +39%
FFP
1049
FourThought Financial Partners
Florida
$346K +$333K +1,071 New
PL
1050
Perpetual Ltd
Australia
$344K -$123K -397 -27%

ELV Hedge Fund Activity: Q3 2025 in Review

1,510 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Elevance Health (ELV) for Q3 2025, worth a combined $63.3B — down 21% from $79.7B a quarter earlier.

Sellers outnumbered buyers: 223 funds closed out of ELV and 165 opened new positions — a net loss of 58 holders — while 608 trimmed existing stakes and 531 added.

The largest buyer was Harris Associates, adding an estimated $281M. The largest seller was Capital International Investors, cutting an estimated $1.1B.

  • 1,510 institutional investors held Elevance Health (ELV) as of Q3 2025, down from 1,589 in Q2 2025.
  • Funds reported $63.3B of Elevance Health stock for Q3 2025, down 21% quarter-over-quarter.
  • 165 funds opened new Elevance Health positions in Q3 2025 and 223 closed out, a net change of -58 holders.
  • The largest Elevance Health buyer in Q3 2025 was Harris Associates, an estimated $281M added.
  • The largest Elevance Health seller in Q3 2025 was Capital International Investors, an estimated $1.1B sold.

Based on aggregated 13F filings for Q3 2025.